-42.3%
MSTR vs NUE
+86.4%
-128.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.1% | +7.1% | +5.1% |
| 7D | -1.8% | -1.4% | -0.4% | -1.8% |
| 30D | -13.3% | +6.6% | -19.9% | -13.4% |
| 3M | +46.0% | -2.0% | +48.0% | +47.5% |
| 6M | -22.4% | +19.2% | -41.7% | -27.8% |
| YTD | -6.2% | +65.6% | -71.8% | -26.2% |
| 1Y | -42.3% | +87.8% | -130.1% | -56.8% |
| All | -42.3% | +86.4% | -128.7% | -56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NUE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling